HDFC Business Cycle Fund - IDCW - Regular Plan

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  • (-0.2%)Nav, as on 30-04-2025

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  • Net Change on 30-04-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 13.22 23.67 32.70 1.63 25,696.42
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 0.50 22.17 31.18 1.86 6,161.56
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 9.11 29.70 32.05 1.79 6,046.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated 7.80 13.30 20.87 1.94 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Regular - Payout of IDCW Dec 30, 2019 -6.54 28.87 32.65 1.77 5,342.23

Fund Holdings as on 31-March-2025

  • ICICI Bank Ltd.

  • Tata Motors Ltd.

  • TREPS - Tri-party Repo

  • Bharti Airtel Ltd.

  • Larsen and Toubro Ltd.

  • Axis Bank Ltd.

  • Zomato Ltd

  • HDFC Bank Ltd.£

  • Infosys Limited

  • Kotak Mahindra Bank Limited

  • JSW Energy Ltd.

  • Fortis Healthcare Limited

  • Cholamandalam Investment & Finance Co. Ltd.

  • Embassy Office Parks REIT

  • HCL Technologies Ltd.

  • MANKIND PHARMA LIMITED

  • Titan Company Ltd.

  • Indusind Bank Ltd.

  • Ambuja Cements Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • MphasiS Limited.

  • Godrej Properties Ltd.

  • Aditya Birla Real Estate Limited

  • Lupin Ltd.

  • DLF LIMITED

  • Aether Industries Ltd

  • JNK India Limited

  • RHI MAGNESITA INDIA Limited

  • Indraprastha Gas Ltd.

  • Aadhar Housing Finance Limited

  • G R Infraprojects Limited

  • Siemens Ltd.

  • InterGlobe Aviation Ltd.

  • Afcons Infrastructure Limited

  • Westlife Foodworld Limited

  • Inventurus Knowledge Solutions Limited

  • Ola Electric Mobility Limited

  • Astral Limited

  • ESCORTS KUBOTA LIMITED

  • ACME Solar Holdings Limited

  • Ceigall India Limited

  • PNC Infratech Ltd.

  • Piramal Pharma Limited

  • Cummins India Ltd.

  • AWFIS SPACE SOLUTIONS LIMITED

  • Hexaware Technologies Ltd.

  • SULA VINEYARDS LIMITED

  • Crompton Greaves Consumer Elec. Ltd.

  • Techno Electric & Engin. Co. Ltd.

  • Delhivery Limited

  • CG Power and Industrial Solutions Ltd.

  • Timken India Ltd.

  • Blue Dart Express Ltd.

  • Grindwell Norton Ltd.

  • SAPPHIRE FOODS INDIA LIMITED

  • ABB India Ltd.

  • Whirlpool of India Ltd.

  • Vedant Fashions Ltd

  • Sai Life Sciences Limited

  • Sagility India Limited

  • Blue Jet Healthcare Limited

  • Emcure Pharmaceuticals Limited

  • Net Current Assets

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  • Bank - Private

  • Engineering - Construction

  • Automobiles-Trucks/Lcv

  • Miscellaneous

  • Telecommunication - Service Provider

  • IT - Software

  • e-Commerce

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Construction - Real Estate

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Electric Equipment

  • Diversified

  • Chemicals

  • Engineering - Industrial Equipments

  • Refractories

  • Gas Transmission/Marketing

  • Finance - Housing

  • Airlines

  • Restaurants

  • Courier Services

  • Business Support

  • Automobile Two & Three Wheelers

  • BPO/ITeS

  • Automobiles-Tractors

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Diesel Engines

  • Breweries & Distilleries

  • Bearings

  • Abrasives

  • Consumer Food

  • Textile

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Fund Manager

  • Cash

  • Equity

  • REITs & InvITs

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About HDFC Business Cycle Fund

Scheme Analysis

HDFC Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to HDFC Mutual Fund. It was launched on 30-Nov-2022 and currently has an AUM of ₹2,762.36 crore. HDFC Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of HDFC Business Cycle Fund ended down ₹-0.03(-0.2%)yesterday to ₹13.663.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd., and

The HDFC Business Cycle Fund is managed by Rahul Baijal .

Fund House Contact

HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate Mumbai - 400 020

+91 (22) 66316333
cliser@hdfcindia.com
+91 (22) 22821144